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9.2. How to Merge Records

Last Updated 02/17/2026

Merging Records in a Bucket

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Duplicate records should be merged. Merging can be completed in a record bucket following the instructions on this page.

When merging duplicate records, first check to ensure both records represent the same content, and there are no format discrepencies.

Formats That May Be Merged

• Paperback and Hardback

Formats That May NOT Be Merged

• DVD, Blu-Ray, Ultra 4k Blu-Ray (and other video formats)
• Playaways, MP3, and CD Audiobooks
• Large Printand Regular Print
• Board Book and Picture Book

How to Merge from a Bucket

Note: When Item Catalogers or Circulators come across potential duplicate records, they should add them to a designated bucket that Bibliographic Catalogers can regularly check and merge as needed.

1. Navigate to the bucket holding both records to be merged.
2. Select the records to be merged from the bucket grid. In order to reduce mistakes, only merge two records at a time.
   
3. Choose Merge Selected Records from the Action Menu.
   
4. Select the most thorough record that conforms to RDA standards and local cataloging guidelines. Click the box Use as Lead Record.
   
   
5. Click Merge.